Meet The Team

The Unitifi Team

Meet the faces behind the only financial behavior assessment firms and professionals need to know their clients with 99% science-based accuracy.

Together, we help advisors know clients’ financial behaviors completely and target communications effectively to strengthen, retain, and grow your book of business.

Jerry Szatko

Chief Executive
Officer

Drawing from a core of solid integrity and a vast career background, Jerry aims to provide a guiding light for people lost in navigating the often confusing language of finance. He is both ship captain and lighthouse, combining his team’s knowledge and his own experience to form a beacon for the financial services industry. Jerry wields a business ethic that has afforded him much entrepreneurial success; he’s served as a financial consultant for powerhouses like Morgan Stanley, Wells Fargo, and Knights of Columbus to name a few, and has run several of his own businesses—all while maintaining certifications in commercial flight. For Jerry, being an airline pilot since 1997 is a perfect metaphor for his mission with Unitifi; instilling a talented crew with a clear sense of direction is key to success whether at the helm of an airplane or the helm of a company. As Founder and Chief Executive Officer of Unitifi, he believes in the power of collaboration with the best of the best. Jerry holds a Bachelor’s Degree from the University of Nebraska Omaha.

Joe Muzic

Business Operations & Product Development Consultant | Board Member

Joe provides guidance and leadership to Unitifi by applying learnings accumulated from over 25 years of hands-on experience with business operations. Primary focus areas include: business operations, all facets of web-based product development, define technical requirements, direct application development, and expert- level navigation of the digital marketing ecosystem.

He has held leadership roles in start-up organizations along with established global data aggregators and digital marketing organizations. Those valuable experiences are a great fit for Unitifi as it looks to disrupt the financial services marketplace.

The results of his work effort brings ideas the team envisions to reality. The attention to detail he provides ensures efficient and effective implementation of various business objectives, maintaining consistency across digital platforms, and providing clients an intuitive and superior user experience.

Jamie McCarville

VP of Business
Development

Jamie has been instrumental in connecting organizations with top-tier products and solutions for over 20 years. Throughout his career as a sales professional, he has served as a trusted advisor leveraging his expertise to help businesses secure resources they need to thrive. Most notably, Jamie excelled in his role as a Technical Accounts Manager for a leading managed services provider. He adeptly guided a variety of client types with making strategic decisions for their organizations.

Jamie earned a Bachelor of Business Management degree from Peru State College. In his free time, he cherishes moments spent with his wife Nicky and their three daughters. As an avid sports fan, Jamie enjoys bonding with family and friends over games. He also indulges his passion for golf whenever he can.

Jaime is excited to join the Unitifi team as our VP of Business Development. In this new role, he will actively help financial organizations connect with clients and build lasting relationships.

Edan Jorgensen, Ph.D

Analytics & Algorithm Consultant | Board Member

Edan L. Jorgensen received his Bachelors degrees from Southern Utah in Sociology and Interpersonal Communication, his Masters degree in advanced research methods and his Ph.D. in Sociology from the University of Nebraska. Dr. Jorgensen is a recognized expert with over 15 years experience as a professor and consultant to some of the most recognizable organizations in the world. His expertise is centered on data and psychometrics that assist in the processes of talent management (including 360 degree surveys), development, talent acquisition/retention, executive selection, performance metrics, and workplace culture. Dr. Jorgensen has designed, implemented and coached talent management processes for organizations such as The Ritz Carlton, Denver Health, Henry Ford Health Systems, Talent Plus, National Research Corporation, Basic Research Inc., and The Church of Jesus Christ of Latter-day Saints.

Stacia Jorgensen

Analytics & Communications Consultant | Board member

Stacia received a Master of Arts in Sociology from the University of Nebraska-Lincoln. In addition to her experience in collecting data, she also teaches undergraduate level Sociology courses. While her heart lies with Research Methods courses and courses in Applied Sociology, she has also taught courses on the Sociology of Sport, Marriage and the Family, and the Sociology of Crime. This academic background in Sociology influences Stacia to look at Unitifi’s research beyond just the numbers, but from a human behavior and real-world perspective. She resides in the mountains outside of Salt Lake City, Utah with her husband, two small children and two small dogs.

Jacqueline Szatko

Executive
Assistant

As the Executive Assistant at Unitifi, Jacqueline plays a pivotal role in ensuring the seamless operation of our team. With a keen eye for detail and efficiency, Jacqueline oversees critical administrative duties. In addition, she also curates all of Unitifi’s social media content, highlighting our innovative tools and engaging with our audience.

With a background as a successful Realtor, Jacqueline brings a wealth of experience in running operations smoothly. This perspective allows her to understand the intricaties of business management, making her an invaluable asset to our team, helping drive our mission of revolutionizing behavioral financial technology solutions.

Juliet Szatko

Content
Specialist

Juliet is a recent graduate of Loyola Marymount University in Los Angeles with a degree in Philosophy and minor in Classics. She brings with her analytical and organizational skills that assists in developing the future shape of foundational research for Unitifi. From a content prospective, Juliet works to apply philosophical notions with psychological data in an emphasis on the human variable that drives our decision-making and is ever present in our technological constructions. Being passionate about the creation of ethical tech spaces, she drives our focus in finding synergetic and empathetic solutions to the complex challenges that we face within the FinTech Industry by dynamic and immediate integrations. Utilization of Social Media, Communication Campaigns, and Advertising Content are some of the key strategies for Juliet.

Nicolaas Vansteenbergen

Data & Technology
Specialist

Nicolaas is a recent summa cum laude graduate of the University of Nebraska at Omaha in Business and International Studies. He has served various organizations in areas of entrepreneurship, technology and international relationships. Nicolaas has also interned as a digital marketing associate with a focus on website design.